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Home→Financial Institutions→Athene

Estate planning at Athene

How to protect 13 Athene accounts — manage beneficiaries online, fund a trust by mail, and file death claims

OverviewPreparing your estateWhen someone dies

Athene

Subsidiary of Athene Holding Ltd.

athene.com→
Athene logo

Customer Service

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

Fixed Annuities (Investors Insurance)
1-866-626-1161
Fixed Annuities (Liberty Life/RBC, non-MA)
1-800-234-5514
Fixed Annuities (Presidential Life)
1-800-926-7599
Pension Group Annuities (numerical certificates)
1-877-813-4240
Pension Group Annuities (A-prefix certificates)
1-833-480-8672
Structured Settlement Annuities
1-800-525-7133
Variable Annuities / Variable Life
1-800-423-9398
Life Insurance (Whole/Universal/Term/IUL)
1-800-866-9933
Life Insurance (Accidental Death/Disability/Mortgage Life)
1-800-845-9265
Life Insurance (Mortgage Protection)
1-877-218-3293
Life Insurance (Cancer/Critical Illness)
1-800-551-8354
WebsiteLearn more→

Customer Service

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

Fixed Annuities (Investors Insurance)
1-866-626-1161
Fixed Annuities (Liberty Life/RBC, non-MA)
1-800-234-5514
Fixed Annuities (Presidential Life)
1-800-926-7599
Pension Group Annuities (numerical certificates)
1-877-813-4240
Pension Group Annuities (A-prefix certificates)
1-833-480-8672
Structured Settlement Annuities
1-800-525-7133
Variable Annuities / Variable Life
1-800-423-9398
Life Insurance (Whole/Universal/Term/IUL)
1-800-866-9933
Life Insurance (Accidental Death/Disability/Mortgage Life)
1-800-845-9265
Life Insurance (Mortgage Protection)
1-877-218-3293
Life Insurance (Cancer/Critical Illness)
1-800-551-8354
WebsiteLearn more→

Death Benefit Claims

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

WebsiteNotify online→
Verified May 2026

Athene offers 13 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.

Managing beneficiaries at Athene is straightforward—changes can be made online, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).

Athene has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.

Preparing your estate

Beneficiaries and trust funding

How to manage beneficiaries online, fund a trust by mail, and review 13 account types at Athene.

View details →

When someone dies

Death claim process

9-step process, 7 required documents, and contact information for survivors.

View details →

Frequently asked questions

MyAthene users can change beneficiaries online through their account at athene.com/myathene-login. Otherwise, download the Beneficiary Change Request form from athene.com/support/service-forms, complete it with your primary and contingent beneficiary information, and submit by mail or fax to 866-709-3922. You can also call 888-266-8489 to request the form. If the current beneficiary is irrevocable, that beneficiary must approve the change.

Yes. To name a trust as beneficiary, complete the Beneficiary Change Request form along with Athene's Trust Verification Form (both at athene.com/support/service-forms). The Trust Verification Form collects the trust name, trust date, EIN, and trustee information. Retitling a non-qualified annuity to trust ownership may trigger adverse tax consequences, so naming the trust as beneficiary is the standard approach for annuity estate planning. Consult a tax or estate planning attorney before retitling.

SimplyTrustSimplyTrust Editorial·Updated May 23, 2026

Sources

  • athene.com

Data sourced from Athene primary sources (19 pages reviewed). How we research.

Athene

Subsidiary of Athene Holding Ltd.

athene.com→
Athene logo

Customer Service

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

Fixed Annuities (Investors Insurance)
1-866-626-1161
Fixed Annuities (Liberty Life/RBC, non-MA)
1-800-234-5514
Fixed Annuities (Presidential Life)
1-800-926-7599
Pension Group Annuities (numerical certificates)
1-877-813-4240
Pension Group Annuities (A-prefix certificates)
1-833-480-8672
Structured Settlement Annuities
1-800-525-7133
Variable Annuities / Variable Life
1-800-423-9398
Life Insurance (Whole/Universal/Term/IUL)
1-800-866-9933
Life Insurance (Accidental Death/Disability/Mortgage Life)
1-800-845-9265
Life Insurance (Mortgage Protection)
1-877-218-3293
Life Insurance (Cancer/Critical Illness)
1-800-551-8354
WebsiteLearn more→

Customer Service

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

Fixed Annuities (Investors Insurance)
1-866-626-1161
Fixed Annuities (Liberty Life/RBC, non-MA)
1-800-234-5514
Fixed Annuities (Presidential Life)
1-800-926-7599
Pension Group Annuities (numerical certificates)
1-877-813-4240
Pension Group Annuities (A-prefix certificates)
1-833-480-8672
Structured Settlement Annuities
1-800-525-7133
Variable Annuities / Variable Life
1-800-423-9398
Life Insurance (Whole/Universal/Term/IUL)
1-800-866-9933
Life Insurance (Accidental Death/Disability/Mortgage Life)
1-800-845-9265
Life Insurance (Mortgage Protection)
1-877-218-3293
Life Insurance (Cancer/Critical Illness)
1-800-551-8354
WebsiteLearn more→

Death Benefit Claims

Phone1-888-266-8489
EmailAskAthene@Athene.com
Fax1-866-709-3922
Mailing Address

P.O. Box 1555, Des Moines, IA 50306-1555

WebsiteNotify online→
Verified May 2026

Estate planning articles

Learn how to protect your Athene accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your Athene accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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